Broker Check
JL Smith | Wealth & Tax Planning Is a 2023 NorthCoast 99 Award Winner

JL Smith | Wealth & Tax Planning Is a 2023 NorthCoast 99 Award Winner

September 01, 2023

Cleveland, Ohio – September 1, 2023 – JL Smith | Wealth & Tax Planning has been named a 2023 NorthCoast 99 award winner by ERC, the Employers Resource Council. The NorthCoast 99 award honors 99 great Northeast Ohio workplaces for top talent. This is the first time that JL Smith has received the prestigious NorthCoast 99 award.

“Twenty-five years ago, ERC established the NorthCoast 99 annual awards program and event to help make our region a long-term destination of choice for companies and high-performing individuals,” said Samantha Marx, ERC’s Director of Strategic Projects, who oversees the NorthCoast 99 program. “More than a badge of honor, this yearlong research program provides employers with data on the policies and practices that are proven to attract and retain top-notch talent.”

NorthCoast 99 winners participated in a rigorous application process that asked for detailed information on how their organization addresses top-performer attraction, development, and retention in the areas of organizational strategy, policies, and benefits; talent attraction, acquisition, and onboarding; employee well-being; employee engagement and talent development; total rewards; and diversity, equity, and inclusion.

"The team at JL Smith is honored to receive the 2023 NorthCoast 99 award,” said Rob LaCivita, Chief Operating Officer at JL Smith. “This accomplishment reflects our unwavering commitment to fostering a positive and supportive workplace for our dedicated team members. We believe that a thriving culture is the heart of our success, and we will continue to prioritize the well-being and growth of our extraordinary team."

The NorthCoast 99 award is a prestigious recognition in the region and signifies JL Smith’s dedication to being an employer of choice. It reflects the company's continuous efforts to provide employees with opportunities for growth, competitive benefits, and a dynamic workplace environment.

Jason Smith, the visionary entrepreneur behind both JL Smith and fellow 2023 NorthCoast 99 award winner C2P, expressed his heartfelt appreciation for the teams that have made this accomplishment possible. "This is a truly humbling moment for all of us. It reaffirms our belief in the power of a positive work culture, where every individual's contributions are valued and celebrated. I am immensely proud of what our teams have achieved, and this award is a testament to their dedication and passion."

To celebrate the region’s winners, the 25th annual invitation-only awards event will take place on September 21, 2023, from 5 - 8 p.m. at the Hilton Cleveland Downtown.

About JL Smith | Wealth & Tax Planning
JL Smith provides comprehensive financial planning services to high-net-worth individuals and affluent families. Committed to simplifying and educating clients on comprehensive financial and tax planning strategies, JL Smith takes a holistic approach to financial planning. Their specialties include helping clients maximize their life savings to accomplish unique retirement goals and coordinating all critical areas of clients’ financial lives through education and management.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.